|
26
|
Howard Capital Management
Roswell,
Georgia
|
$179M
|
–
|
–
|
–
|
|
|
27
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$176M
|
+$3.43M
|
+21,928
|
+2%
|
|
|
28
|
Joel Isaacson & Co
New York
|
$166M
|
+$2.06M
|
+13,189
|
+1%
|
|
|
29
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$153M
|
+$1.51M
|
+9,687
|
+1%
|
|
|
30
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$150M
|
+$14.7M
|
+94,365
|
+11%
|
|
|
31
|
Truist Financial
Charlotte,
North Carolina
|
$149M
|
-$18.3K
|
-117
|
-0%
|
|
|
32
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$145M
|
+$681K
|
+4,355
|
+0.5%
|
|
|
33
|
D.A. Davidson & Co
Great Falls,
Montana
|
$137M
|
-$24.5K
|
-157
|
-0%
|
|
|
34
|
Arax Advisory Partners
Denver,
Colorado
|
$131M
|
+$119M
|
+762,075
|
+1,128%
|
|
|
35
|
Wharton Business Group
Malvern,
Pennsylvania
|
$130M
|
-$10.7M
|
-68,444
|
-8%
|
|
|
36
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$126M
|
+$1.44M
|
+9,230
|
+1%
|
|
|
37
|
|
$126M
|
+$3.76M
|
+24,083
|
+3%
|
|
|
38
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$119M
|
-$266K
|
-1,700
|
-0.2%
|
|
|
39
|
One Day In July LLC
Burlington,
Vermont
|
$118M
|
+$2.71M
|
+17,343
|
+2%
|
|
|
40
|
Martel Wealth Advisors
Vancouver,
Washington
|
$118M
|
+$1.91M
|
+12,208
|
+2%
|
|
|
41
|
Auto-Owners Insurance
Lansing,
Michigan
|
$114M
|
-$48.7M
|
-311,500
|
-30%
|
|
|
42
|
Allworth Financial
Folsom,
California
|
$113M
|
-$5.33M
|
-34,109
|
-5%
|
|
|
43
|
Corient Private Wealth
Miami,
Florida
|
$111M
|
-$3.59M
|
-22,979
|
-3%
|
|
|
44
|
Equitable Holdings
New York
|
$108M
|
-$953K
|
-6,097
|
-0.9%
|
|
|
45
|
HCR Wealth Advisors
Los Angeles,
California
|
$104M
|
+$1.62M
|
+10,349
|
+2%
|
|
|
46
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$100M
|
+$7.03M
|
+44,992
|
+8%
|
|
|
47
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$99.8M
|
+$547K
|
+3,500
|
+0.6%
|
|
|
48
|
MML Investors Services
Springfield,
Massachusetts
|
$99.1M
|
+$16.4M
|
+104,879
|
+20%
|
|
|
49
|
AssetMark Inc
Concord,
California
|
$91.9M
|
-$12.5M
|
-80,277
|
-12%
|
|
|
50
|
SBI Securities
Tokyo,
Japan
|
$91.6M
|
-$997K
|
-6,382
|
-1%
|
|
